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Trusts

Offshore Investment

Positive outlook for global trust and estate business

Confidence remains high in the long term for international trust and estate business, according to the latest global quarterly confidence survey from the Society of Trust and Estate Practitioners (STEP).

clock 09 March 2012 •

Adviser / Broking

LV= launches trust tool

LV= has launched a free online tool to help advisers write new and existing life policies in trust from any provider.

clock 21 February 2012 •

Long Term Care

Advisers warned amid crackdown on LTC fee avoidance

Local authorities may take an "aggressive stance" against schemes designed to help individuals avoid long term care (LTC) fees, an expert has warned.

clock 10 January 2012 •

Your profession

Advisers urged to be 'on toes' over punitive trust charges

Advisers have been warned that failure to set up trusts correctly could land their clients - and themselves - in hot water.

clock 05 January 2012 •

Long Term Care

LTC furore sparked after BBC probes trust business

A row has broken out over the use of trusts to avoid long term care (LTC) fees after a BBC investigation.

clock 27 October 2011 •

Investment Trusts

Will writing firms shut down after mis-selling

Three companies providing will and trust writing services were wound up last week after an operation by Company Investigations (CI), a branch of the Insolvency Service.

clock 27 October 2011 •

uncategorised

It's time to talk about estate planning

Helen Morrissey reveals the results of this month's Inquiry and explains why there has never been a more important time to think about estate planning

clock 27 September 2011 •

uncategorised

What do you need to consider when advising on IHT?

Legal & General's head of tax and estate planning Mark Green talks to Retirement Planner about issues advisers need to consider during inheritance tax planning

clock 21 September 2011 •

uncategorised

Using spousal bypass trusts

Mairi Black discusses how spousal bypass trusts can be utilised in an estate planning strategy

clock 21 September 2011 •

uncategorised

Protecting client assets from IHT

Helen Morrissey looks at why many people don't consider estate planning and asks what advisers can do to tackle this lack of awareness

clock 21 September 2011 •
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